Wm Affluent Banker - Chicago, United States - U.S. Bank National Association

Mark Lane

Posted by:

Mark Lane

beBee recruiter


Description
At U.S. Bank, we're on a journey to do our best.

Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.

We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential.

A career with U.S.

Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.

Try new things, learn new skills and discover what you excel at—all from Day One.

  • At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifthlargest bank in the United States, we're one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world's Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees._
  • U.S. Bank Wealth Management is uniquely positioned for growth and are making significant investments to expand our affluent banker base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow and build a rewarding career._
  • The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of assigned and prospective clients. Provides expert advice and counsel in the area of affluent wealth banking client relationships by focusing on building an understanding of clients' needs and goals in order to recommend product and service solutions.
-
Basic Qualifications

  • Bachelor's degree, or equivalent work experience
  • Up to three years of experience in Wealth Management private banking or financial services
  • Series 663 or Series 763 licenses

Preferred Skills/Experience

  • Strong relationship management, sales, and business development skills
  • Basic understanding of Wealth products and offerings
  • Basic competency in Financial Planning
  • Ability to engage in wealth discussions with clients in order to increase book of business
  • Welldeveloped analytical and problemsolving skills
  • Ability to make critical decisions independently
  • Effective writing, speaking and presentation skills

Benefits:


Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work.

That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind.

Our benefits include the following (some may vary based on role, location or hours):


  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Shortterm and longterm disability
  • Pregnancy disability and parental leave
  • 401(k) and employerfunded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

EEO is the Law
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce.

We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.


E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.


Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need.

Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.


More jobs from U.S. Bank National Association